Macquarie Group and Perpetual – analysis of FY24 results and company outlook.
As part of the usual ‘confession season’ leading into the Macquarie Australasian Companies Conference in Sydney this week, weakness has been apparent in businesses exposed to the consumer and these stocks have been sold off. We hold little exposure to these names.
Several significant announcements by our portfolio companies have also been made in the past week. We focus on two of these in Investment Matters discussion this week.
The “soft” side of supply disruptions
Not all commodities are dug out of the ground, some are grown in it! Recent supply disruptions show us Australia’s potential to lead the future of farming.
Payment FastTracked
FastTrack is not a household name, but it delivered a great outcome. One of the benefits of being nimble in seeking investment opportunities.